Sam went to a financial planner who proceeded to give him written recommendations in all areas of

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Sam went to a financial planner who proceeded to give him written recommendations in all areas of financial planning. Is that a financial plan? If not, what might be missing?

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Personal Financial Planning

ISBN: 978-1259277184

2nd edition

Authors: Lewis J. Altfest

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Question Posted: May 05, 2017 10:13 AM

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Sam went to a financial planner who proceeded to give him written recommendations in all areas of

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What might be missing in their discussion was the integration function ...View the full answer

Personal Financial Planning

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